PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) Alternatives
PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PCGTX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PCGTX
PCGTX charges 0.73% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among PCGTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | PCGTX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | PCGTX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | PCGTX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | PCGTX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | PCGTX vs WFBIX |
Best Risk-Adjusted Alternatives to PCGTX
Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | PCGTX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | PCGTX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | PCGTX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | PCGTX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | PCGTX vs DFXIX |
Top Performing PCGTX Alternatives (YTD)
PCGTX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | PCGTX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | PCGTX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | PCGTX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | PCGTX vs TCPYX | |
| Diamond Hill Core Bond Fund | 0.05% | Jul 5, 2016 | PCGTX vs DHRAX |
Lowest Volatility Alternatives to PCGTX
PCGTX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | PCGTX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | PCGTX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | PCGTX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | PCGTX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | PCGTX vs JIBEX |
Lowest Drawdown Alternatives to PCGTX
PCGTX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | PCGTX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | PCGTX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | PCGTX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | PCGTX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | PCGTX vs JIBEX |
Other Mutual Funds from UBS
Most popular UBS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 12 | -14.31% | Jul 8, 2020 | PCGTX vs QGRPX | |
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 89 | -0.19% | May 30, 2018 | PCGTX vs EMPTX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 38 | -5.56% | May 9, 1993 | PCGTX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 54 | -0.51% | Aug 23, 1995 | PCGTX vs PCMNX | |
| PACE Alternative Strategies Investments | Multistrategy | 75 | -0.69% | Apr 9, 2006 | PCGTX vs PASIX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 40 | -1.29% | Dec 19, 1972 | PCGTX vs UTBPX | |
| UBS Global Allocation Fund | Global Allocation | 65 | -4.25% | Aug 30, 1992 | PCGTX vs BPGLX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 47 | -4.16% | Jul 8, 2020 | PCGTX vs DVRUX | |
| UBS International Sustainable Equity Fund | Foreign Large Cap Equities | 51 | -4.27% | Aug 31, 1993 | PCGTX vs BNUEX | |
| PACE Strategic Fixed Income Investments | Intermediate Core-Plus Bond | 60 | -0.44% | Aug 24, 1995 | PCGTX vs PCSIX |
Often Compared With PCGTX
What investors most often compare with PCGTX, based on PortfoliosLab usage data.
Compare PCGTX with Any Fund or Stock
Compare PCGTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.